How big is Calendo Puckett Sheedy LLP's plan?

Calendo Puckett Sheedy LLP's plan reported $640K in assets and 18 participants for 2024.

Original filing (PDF)20250606140229NAL0035444706001

Calendo Puckett Sheedy LLP

Name: Calendo Puckett Sheedy LLP — CPS 401(k) Retirement, Form 5500 (2024)
Creator: Calendo Puckett Sheedy LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPS 401(k) Retirement Plan

401(k) retirement plan · Calendo Puckett Sheedy LLP's CPS 401(k) Retirement Plan held $640K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

People on this filing

Annaruth Souza signed Calendo Puckett Sheedy LLP's 2024 Form 5500 as plan administrator.

Annaruth Souza — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Calendo Puckett Sheedy LLP's EIN is 95-4294743.

EIN 95-4294743

Plan number 002

Plan year 2024

ACK ID 20250606140229NAL0035444706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calendo Puckett Sheedy LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calendo Puckett Sheedy LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALENDO PUCKETT SHEEDY LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off